See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $462,511 | $202,318+128.6% | $172,739+167.8% | $152,861+202.6% |
| Participation rate | 94.1% | 87.1%+7.1pp | 82.6%+11.5pp | 82.4%+11.7pp |
| Annual return | 23.87% | 1029.65%-1005.8pp | 802.84%-779.0pp | 345.32%-321.4pp |
| Employer contribution / active EE | $10,979 | $5,856+87.5% | $5,143+113.5% | $4,762+130.5% |
| Participant deferral / active EE | $2,661 | $5,948-55.3% | $5,198-48.8% | $5,850-54.5% |
| Admin fee / account holder | $5,956 | $17,109-65.2% | $13,954-57.3% | $11,596-48.6% |